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Principal Spectrum Preferred Securities Active ETF

104 hedge funds and large institutions have $816M invested in Principal Spectrum Preferred Securities Active ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
50
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$166M 8,900,444 +901,584 +11%
UBS Group
2
UBS Group
Switzerland
$124M 6,650,709 +134,418 +2%
Morgan Stanley
3
Morgan Stanley
New York
$113M 6,086,417 +801,332 +15%
Wells Fargo
4
Wells Fargo
California
$56.8M 3,049,746 -1,925,452 -39%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$54.6M 2,934,200 +1,192,126 +68%
IA
6
IFC Advisors
California
$44M 2,362,552 +2,362,552 New
LPL Financial
7
LPL Financial
California
$33.4M 1,797,114 +139,763 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$32.8M 1,760,105 +1,760,105 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$21.8M 1,172,413 +29,355 +3%
BEI
10
Benjamin Edwards Inc
Missouri
$14.3M 766,581 +22,276 +3%
TWP
11
Tyche Wealth Partners
Texas
$11.1M 594,931 -8,967 -1%
CAAM
12
Cornerstone Advisors Asset Management
Pennsylvania
$8.34M 448,319 +28,579 +7%
B
13
Bensler
Washington
$8.12M 436,330 +436,330 New
BFG
14
Berger Financial Group
Minnesota
$6.64M 356,724 +31,225 +10%
Mariner
15
Mariner
Kansas
$6.62M 355,460 +20,437 +6%
RL
16
Rogco LP
Oklahoma
$6.54M 351,683 +200 +0.1%
PAG
17
Private Advisor Group
New Jersey
$6.47M 347,912 +245,698 +240%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.65M 303,319 -5,053 -2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.6M 301,042 -1,593 -0.5%
FZCM
20
Flynn Zito Capital Management
New York
$5.48M 294,458 -7,562 -3%
PS
21
Principal Securities
Iowa
$4.08M 219,082 -177 -0.1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.07M 218,761 -37,458 -15%
PA
23
PSI Advisors
Florida
$4.05M 217,448 +2,723 +1%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.65M 196,035 +84,454 +76%
MIA
25
MainStreet Investment Advisors
Illinois
$2.66M 142,746 +33,809 +31%